Billing Specialist

Summary

Join Convoso, a CCaaS leader of contact center software for sales and lead generation teams, as a Billing Specialist to oversee the billing process for clients, handle payments, manage required paperwork, and ensure timely and accurate billing. Stepping into this challenging role will mean stepping into a dynamic environment with a steep learning curve.

Requirements

• Must possess at least Bachelor's/College Degree related in Business Management, Finance , Accounting or Banking
• 2+ years of experience working as a billing specialist
• At least 1 year of experience in customer service
• Excellent knowledge in MS Excel and Google Sheets
• Hands-on experience in operating accounting and customer service software such as Billing CRM – JOC, Chargify, QuickBooks

Responsibilities

• Notifies customers via email/phone call regarding outstanding balances and makes constant follow up until payment is settled
• Manages billing and payment schedule of invoiced customers, as well as following up on past due invoices
• Ensures timely and accurate billing for customers enrolled in a bundled plan
• Sends payment receipts to customers
• Posts adjustments to customer accounts after careful audit and thorough research
• Attends to customer’s billing concerns via phone or email
• Joins customer calls facilitated by Customer Success Team
• Works with internal groups to drive customer issues to resolution
• Receives and updates payment information with attention to credibility
• Drafts and sends updated contracts to the customer
• Updates account changes in the billing system per contract or rate matrix
• Ensures accuracy of rates in the billing system vs what is on the contract
• Provides rate/plan recommendation based on customer’s needs or usage
• Processes seat upgrade/downgrade requests – involves checking contract terms before making any changes
• Raises tickets to correct errors/system bugs
• Coordinates with Customer Success re account specific information like contract/rate changes, account delinquency and collections related
• Works with Customer/Technical Support in carrying out tasks like upgrade/downgrade, tickets which are customer and revenue impacting
• Engages Sales and Implementations Team for contracts, rates, billing concerns for new accounts

Benefits

• Competitive compensation package
• PTO, Paid Sick Time, Holidays, Bereavement time, Parental Leave
• Your birthday off
• Monthly credits toward food & beverage
• Company Outings
• On and offsite team building events
• Paid training for departments
• Apple laptop (most roles)